MWM
Mascoma Wealth Management’s Shopify SHOP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-18
| Closed | -$1.72K | – | 498 |
|
|
2025
Q1 | $1.72K | Hold |
18
| – | – | ﹤0.01% | 460 |
|
|
2024
Q4 | $1.91K | Buy |
+18
| New | +$1.91K | ﹤0.01% | 476 |
|
|
2023
Q2 | – | Sell |
-130
| Closed | -$6.3K | – | 653 |
|
|
2023
Q1 | $6.3K | Hold |
130
| – | – | ﹤0.01% | 454 |
|
|
2022
Q4 | $4.51K | Hold |
130
| – | – | ﹤0.01% | 501 |
|
|
2022
Q3 | $4K | Hold |
130
| – | – | ﹤0.01% | 511 |
|
|
2022
Q2 | $4K | Buy |
130
+117
| +900% | +$3.6K | ﹤0.01% | 528 |
|
|
2022
Q1 | $9K | Hold |
13
| – | – | ﹤0.01% | 457 |
|
|
2021
Q4 | $18K | Buy |
+13
| New | +$18K | 0.01% | 346 |
|